Robert’s profession has focused on small business and individual tax preparation, finding the most efficient ways to reduce tax liabilities and increase income for his clients. His previous experience in Thousand Oaks, CA, gave him a large sample of diverse careers, from contractors to entertainers to real estate partnerships, he helped create tax-saving strategies for each individual situation. Robert is seeking his Enrolled Agent license next, he has passed Part I: Individual Tax Law and already preparing for Part II & III outside of work.

Robert earned his Associate’s at Moorpark College, where he graduated as a 4.0 Dean’s List student. He then went on to Cal Poly San Luis Obispo and earned his bachelor’s degree before becoming a certified tax preparer. He has worked closely with small businesses, helping navigate payroll, bookkeeping, tax planning, and preparation. Robert lives in Point Loma, SD. In his free time, he loves to be active, rock climbing, playing sports, cycling, or weightlifting. Usually listening to podcasts about sports, comedy, history, and of course financing.

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